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Client and Marketing Investor Services Associate


Madison, NJ
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Job Details

Position Title: Client and Marketing Investor Services Associate
Job Code: 410178
Job Location: New Jersey-Madison

PGIM Real Estate is the global real estate investment business of Prudential Financial, Inc. (NYSE: PRU). Redefining the real estate investing landscape since 1970, PGIM Real Estate has professionals in 18 cities in the Americas, Europe and Asia Pacific with deep local knowledge and expertise, and gross assets under management of $66.0 billion ($47.6 billion net) as of December 31, 2016.


PGIM Real Estate’s tenured team offers to its global client base a broad range of real estate investment vehicles that span the risk-return spectrum across core, core plus, value-add, debt, securities, and specialized investment strategies.  For more information, please visit

Position Summary:

The Global Investor Services group, a division of PGIM Real Estate, partners with PGIM Real Estate’s asset managers, marketing representatives, fund operations, senior management and other groups to provide portfolio managers, our clients, their consultants, and prospective clients with high quality reporting & marketing service, with accurate and timely information and analysis that is transparent and is easy to interpret.


The Global Investor Services Group is seeking an Associate, Client and Marketing Services based in Madison, NJ. This position provides an opportunity to gain experience in a myriad of areas in support of PGIM’s commitment to provide best-in-class client & marketing service. The Global Investor Services Group has a broad mandate and the successful candidate will have the opportunity to learn, grow and advance within the organization. 

Duties & Responsibilities:

  • Provide day to day support to current and prospective clients across several real estate funds
  • Compile qualitative responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and coordinate with our third-party fund administrator on the quantitative responses as applicable
  • Deliver responses to client and consultant questionnaires and databases updates in conjunction with our third-party fund administrator
  • Serve as a liaison with our third-party fund administrator to provide responses to recurring and ad-hoc data requests involving client reporting, investment performance reporting and various other requests from clients and investment consultants
  • Assist in the development and preparation of client presentations and pitch books in support of all client service, relationship management and business development efforts
  • Coordinate responses to client requests across portfolio management, business development, marketing communications, investor services and other functional groups
  • Assist with a variety of special projects and process improvement initiatives
  • Respond to industry association and publication surveys with relevant data
  • Strong ability to think strategically and help develop creative solutions to better service our clients and consultants


  • Bachelor’s degree required; Master’s degree a plus
  • Minimum of 3 years of experience in client services, investor relations or related function within or supporting the investment management industry; experience in real estate preferred
  • A high degree of professionalism and strong work ethic
  • A skilled user of MS PowerPoint and Excel, with the ability to perform some quantitative data analysis
  • Strong interpersonal and communication skills
  • Excellent writing and project management skills
  • Technologically “savvy”
  • Excellent multi-tasking capabilities
  • Strong initiative, good judgment, and attention to detail
  • Highly collaboratives and comfortable working across functional groups –  must be a team player
  • Positive, "can-do" approach to work
  • Discretion required in handling highly sensitive and confidential information
  • Ability to work independently with excellent multi-tasking capabilities
  • Flexibility to work overtime if necessary

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Investment Management
Schedule: Full-time
Apply on the Company Site
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